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OpenArc Corporate Advisory, an independent wealth management firm based in Atlanta, was formed by one of the largest teams ever to transition from a major wirehouse to independence through Dynasty Financial Partners. As a new entity, the team needed a complete brand foundation — from strategic messaging to visual identity and digital presence — that could signal both the scale of their experience and the depth of their care. Our engagement spanned every touchpoint, helping the founders define a brand and digital presence that expresses their credibility, integrity, and purpose-driven leadership.
Discovery centered on OpenArc’s philosophy of “leadership through service,” a belief that fiduciary excellence begins with humility and education. The team saw their role not simply as advisors, but as stewards. This mindset served as our inspiration for the brand’s messaging. The resulting impression is warm yet authoritative: a balance of institutional sophistication and genuine care.
Visually, the identity drew inspiration from OpenArc’s name and ethos of structure, precision, and openness. The visual identity, led by the logo design, features clean geometry, subtle curvatures, and blueprint-like motifs convey the firm’s integrity and structure as they support their clients. A refined, cool-toned palette provides calm professionalism, complemented by light-filled photography and architectural imagery that mirror the firm’s open-architecture model and forward-thinking perspective.
The brand came to life most prominently through the website, a digital touchpoint designed to establish instant credibility and offer a lasting platform for growth. Supporting materials — including a brochure system, presentation templates, and stationery — extend that same sense of clarity and cohesion, giving OpenArc a unified identity ready to evolve alongside the firm.
To serve, to succeed.